Financial Solutions Advisor - Eastern Long Island ...

Financial Solutions Advisor - Eastern Long Island Market (Bi-Lingual Spanish Required) Patchogue, New York;East Hampton, New York; Riverhead, New York To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammatesu2019 physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: u2022 Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions u2022 Recommends banking and investments strategies that align with client financial goals and needs u2022 Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds u2022 Mitigates and controls risk as part of daily activities u2022 Identifies and engages potential new clients through referrals or financial center clientele u2022 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: u2022 Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. u2022 Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. u2022 Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. u2022 Sets and accomplishes goals, achieving whatever you put your mind to. u2022 Builds and nurtures strong relationships. u2022 Collaborates effectively with others to get things done. u2022 Communicates effectively and confidently and is comfortable engaging all clients. u2022 Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. u2022 Likes to learn, adapts to new information and seeks the right solutions for clients. u2022 Efficiently manages your time and capacity. u2022 Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Bi-Lingual Spanish Required Desired Qualifications: u2022 Strong computer skills with an ability to multitask in a demanding environment. u2022 At least three yearsu2019 experience working in the financial service industry and/or a sales environment where goals were met or exceeded. u2022 Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). u2022 Obtained your insurance licenses. Skills: u2022 Advisory u2022 Account Management u2022 Client Experience Branding u2022 Customer and Client Focus u2022 Oral Communications u2022 Issue Management u2022 Client Solutions Advisory u2022 Pipeline Management u2022 Active Listening u2022 Attention to Detail u2022 Risk Management u2022 Policies, Procedures, and Guidelines u2022 Client Management u2022 Causation Analysis u2022 Written Communications Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the

Created: 2025-09-29